Other · DOL Form 5500 · 2023
Wells College Retirement Plan
Data updated 2026-08-11
- $45M
- Total assets
- 102
- Participants
- 84th
- Percentile by assets
- $445,412
- Avg per participant
Official DOL plan name: Wells College Tax Deferred Retirement Plan · Sponsored by Wells College · New York · Educational Services
$45M in assets, 102 participants
Wells College's Wells College Tax Deferred Retirement Plan reported $45M in total assets and 102 participants in its 2023 DOL Form 5500 filing, ranking in the 84th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 84th percentile by assets (of 127,072 plans)
- #2,709 in Educational Services (3,735 peers)
Coverage in New York
Wells College Tax Deferred Retirement Plan covers 102 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $45M.
- $45M
- total plan assets (2023 EOY)
- 102
- covered participants
- 84th
- percentile by assets (of 127,072 plans)
- $445,412
- avg assets per participant
Where Wells College Tax Deferred Retirement Plan sits by total assets
Wells College Tax Deferred Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$45,432,014 Top 16% higher than 84% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Wells College Tax Deferred Retirement Plan reported net income rose from -$7M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Wells College Tax Deferred Retirement Plan end-of-year assets rose from $43M in the plan year 2022 filing to $45M in the plan year 2023 filing.
- Wells College Tax Deferred Retirement Plan reported participants rose from 98 in the plan year 2022 filing to 102 in the plan year 2023 filing.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Wells College Tax Deferred Retirement Plan reports 102 participants - about 13% of that state average ($45M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $43M |
|---|---|
| Net Assets (End of Year) | $45M |
| Net Income | $3M |
| Employer EIN | 150532276 |
| Plan Effective Date | 1978-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wells College)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 98 | $43M |
| 2023 | 1 | 102 | $45M |
| 2024 | 1 | 107 | N/A |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
Wells College Tax Deferred Retirement Plan vs. nearby Other plans in New York, assets vs. participants
- Northwell Health 403(b) Plan $9.9B · 48,676
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- Retirement Plan for Officers of Columbia University $5.0B · 14,407
Similar-Sized Other Plans Nationally
Other plans in other states closest to Wells College Tax Deferred Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Wells College Tax Deferred Retirement Plan assets move in 2023? ▼
Where does Wells College Tax Deferred Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Wells College Tax Deferred Retirement Plan? ▼
Next read for Wells College Tax Deferred Retirement Pl…
Filing takeaways
Ways to act on Wells College Tax Deferred Retirement Plan's numbers.
- By total assets, Wells College Tax Deferred Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New York. Compare plans